Unclaimed
Esther Jordan is a financial professional with over 12 years of experience in the financial services industry. Esther is currently registered with J.P. Morgan Securities LLC and has held previous roles at MML Investors Services, LLC and PRUCO Securities, LLC. Esther is licensed to provide investment advice and securities products in multiple states, including California, Connecticut, Florida, New Jersey, and New York. Esther specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/07/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/08/2021 - 05/23/2024
MML INVESTORS SERVICES, LLC (BROOKLYN NY)
NY
11/08/2011 - 12/10/2021
PRUCO SECURITIES, LLC. (Forest Hills NY)
IA
Issued 02/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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